Offshore
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Jukan
Don’t get me wrong — I’m not “a person familiar with the matter.” I simply responded to the WSJ’s request for comment. https://t.co/d2TGLLfGuw
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Don’t get me wrong — I’m not “a person familiar with the matter.” I simply responded to the WSJ’s request for comment. https://t.co/d2TGLLfGuw
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God of Prompt
RT @rryssf_: neurips 2025 gave its best paper award to research proving diffusion models have a "built-in alarm clock" that delays memorization.
the headlines say this solves the overparameterization paradox.
i read the whole paper. the limitations section tells a different story.
here's what the discourse is missing:
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RT @rryssf_: neurips 2025 gave its best paper award to research proving diffusion models have a "built-in alarm clock" that delays memorization.
the headlines say this solves the overparameterization paradox.
i read the whole paper. the limitations section tells a different story.
here's what the discourse is missing:
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Offshore
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Jukan
RT @Citrini7: Okay, fine, we will make the Semis Memo monthly instead of quarterly. Please stop dm-ing me asking for this!
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RT @Citrini7: Okay, fine, we will make the Semis Memo monthly instead of quarterly. Please stop dm-ing me asking for this!
From here until the AI bubble pops or semis are cyclical again (just kidding, we all know that’s impossible now), we’ll be doing a quarterly Semis Memo.
Our first installment is a banger, focused on memory test, semicap subsystems & more.
https://t.co/wpXXiZTMu2 tweet
Offshore
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Dev Kantesaria is famously known for having very little trading activity — and an exceptional long-term track record.
When asked what his “secret sauce” is to staying away from the sell button, his answer was simple:
Focus on 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐪𝐮𝐚𝐥𝐢𝐭𝐲.
“It’s a much easier way to make money, it’s more tax efficient, and it’s a more predictable way to make money. So the lack of turnover is really nothing other than a natural outcome of how we think about business quality.”
___
Dev credits the Warren Buffett and Charlie Munger playbook — avoid short-term trading (speculation) and instead own companies that can compound intrinsic value year after year for decades.
This ties closely to Chris Hohn’s emphasis on long-termism.
𝘞𝘩𝘦𝘯 𝘺𝘰𝘶 𝘢𝘯𝘤𝘩𝘰𝘳 𝘰𝘯 𝘲𝘶𝘢𝘭𝘪𝘵𝘺 𝘢𝘯𝘥 𝘥𝘶𝘳𝘢𝘣𝘪𝘭𝘪𝘵𝘺, 𝘥𝘰𝘪𝘯𝘨 𝘯𝘰𝘵𝘩𝘪𝘯𝘨 𝘣𝘦𝘤𝘰𝘮𝘦𝘴 𝘵𝘩𝘦 𝘥𝘦𝘧𝘢𝘶𝘭𝘵 — 𝘢𝘯𝘥 𝘰𝘧𝘵𝘦𝘯 𝘵𝘩𝘦 𝘮𝘰𝘴𝘵 𝘱𝘳𝘰𝘧𝘪𝘵𝘢𝘣𝘭𝘦 𝘢𝘤𝘵𝘪𝘰𝘯.
Video: Good Investing Talks Podcast (10/27/2022)
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RT @DimitryNakhla: Dev Kantesaria is famously known for having very little trading activity — and an exceptional long-term track record.
When asked what his “secret sauce” is to staying away from the sell button, his answer was simple:
Focus on 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐪𝐮𝐚𝐥𝐢𝐭𝐲.
“It’s a much easier way to make money, it’s more tax efficient, and it’s a more predictable way to make money. So the lack of turnover is really nothing other than a natural outcome of how we think about business quality.”
___
Dev credits the Warren Buffett and Charlie Munger playbook — avoid short-term trading (speculation) and instead own companies that can compound intrinsic value year after year for decades.
This ties closely to Chris Hohn’s emphasis on long-termism.
𝘞𝘩𝘦𝘯 𝘺𝘰𝘶 𝘢𝘯𝘤𝘩𝘰𝘳 𝘰𝘯 𝘲𝘶𝘢𝘭𝘪𝘵𝘺 𝘢𝘯𝘥 𝘥𝘶𝘳𝘢𝘣𝘪𝘭𝘪𝘵𝘺, 𝘥𝘰𝘪𝘯𝘨 𝘯𝘰𝘵𝘩𝘪𝘯𝘨 𝘣𝘦𝘤𝘰𝘮𝘦𝘴 𝘵𝘩𝘦 𝘥𝘦𝘧𝘢𝘶𝘭𝘵 — 𝘢𝘯𝘥 𝘰𝘧𝘵𝘦𝘯 𝘵𝘩𝘦 𝘮𝘰𝘴𝘵 𝘱𝘳𝘰𝘧𝘪𝘵𝘢𝘣𝘭𝘦 𝘢𝘤𝘵𝘪𝘰𝘯.
Video: Good Investing Talks Podcast (10/27/2022)
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Offshore
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Bourbon Capital
RT @BourbonCap: $MU CEO: High bandwidth memory will be a $100B industry by 2028 https://t.co/NUpDB3oFP2
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RT @BourbonCap: $MU CEO: High bandwidth memory will be a $100B industry by 2028 https://t.co/NUpDB3oFP2
Micron Technology $MU projected revenue growth for 2026, 2027 and 2028 https://t.co/MFpz79GErO tweet
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Moon Dev
my clawbot, Cracker has already generated profitable trading strategies
AGI for trading is here https://t.co/IFutvWQbNE
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my clawbot, Cracker has already generated profitable trading strategies
AGI for trading is here https://t.co/IFutvWQbNE
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Wasteland Capital
$PYPL Only one thing comes to mind: There will be blood.
Massive miss on both top and bottom line, huge deceleration, sh*tty and thesis breaking guidance.
Old CEO flushed down the toilet, new CEO (ex HP) appointed.
There. Will. Be. Blood. https://t.co/bBge95pL94
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$PYPL Only one thing comes to mind: There will be blood.
Massive miss on both top and bottom line, huge deceleration, sh*tty and thesis breaking guidance.
Old CEO flushed down the toilet, new CEO (ex HP) appointed.
There. Will. Be. Blood. https://t.co/bBge95pL94
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